Twin Lakes Capital Management’s Chevron CVX Stock Holding History

Twin Lakes Capital Management’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Buy	1,365 +12	+0.9%	+$2.23K	0.09%	82
2026 Q1	$280K	Hold	1,353	–	–	0.13%	79
2025 Q4	$206K	Hold	1,353	–	–	0.09%	82
2025 Q3	$210K	Buy	1,353 +1	+0.1%	+$155	0.1%	84
2025 Q2	$194K	Hold	1,352	–	–	0.12%	83
2025 Q1	$226K	Hold	1,352	–	–	0.15%	78
2024 Q4	$196K	Buy	1,352 +1	+0.1%	+$153	0.13%	85
2024 Q3	$199K	Hold	1,351	–	–	0.13%	84
2024 Q2	$211K	Hold	1,351	–	–	0.14%	79
2024 Q1	$213K	Buy	1,351 +1	+0.1%	+$151	0.14%	81
2023 Q4	$201K	Sell	1,350 -190	-12%	-$28.7K	0.14%	80
2023 Q3	$260K	Hold	1,540	–	–	0.19%	69
2023 Q2	$242K	Hold	1,540	–	–	0.17%	72
2023 Q1	$251K	Hold	1,540	–	–	0.19%	68
2022 Q4	$276K	Buy	1,540 +1	+0.1%	+$175	0.21%	67
2022 Q3	$221K	Sell	1,539 -1,368	-47%	-$209K	0.18%	79
2022 Q2	$421K	Hold	2,907	–	–	0.3%	55
2022 Q1	$473K	Hold	2,907	–	–	0.27%	64
2021 Q4	$341K	Buy	2,907 +1	+0%	+$114	0.18%	78
2021 Q3	$295K	Hold	2,906	–	–	0.17%	74
2021 Q2	$304K	Buy	2,906 +142	+5%	+$15K	0.17%	70
2021 Q1	$290K	Buy	2,764 +1	+0%	+$98	0.18%	69
2020 Q4	$233K	Buy	+2,763	New	+$224K	0.17%	72

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Twin Lakes Capital Management's CVX Position: Q2 2026 in Review

Twin Lakes Capital Management increased its Chevron (CVX) stake by 0.89% in Q2 2026, buying an estimated $2.23K and bringing the position to 1,365 shares worth $226K. The position accounts for 0.09% of the portfolio, ranked #82.

Twin Lakes Capital Management first reported a position in CVX in Q4 2020 and has held it in 23 quarters since. The position peaked at $473K in Q1 2022. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Twin Lakes Capital Management held 1,365 shares of Chevron worth $226K as of Q2 2026.
Twin Lakes Capital Management bought 12 Chevron shares in Q2 2026, an estimated $2.23K.
Chevron made up 0.09% of Twin Lakes Capital Management's portfolio in Q2 2026, its #82 holding.
Twin Lakes Capital Management first reported a position in Chevron in Q4 2020 and has held it in 23 quarters since.
Twin Lakes Capital Management's Chevron position peaked at $473K in Q1 2022.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.